
When this happens...
Automatically do this!
Get All Companies
Get All Contacts
Get Invoices
Get All Credit Notes
Get All Products
Create Company
Update Company
Create Contacts
Update Contact
Delete Company
Delete Contacts
Delete Invoices
Create Products
Finalize Invoice Status
Create Quotation
Finalize Quotation
Find Invoice Details
Find Company Details
Find Contact Details
Find Product Details
Create Credit Notes
Update Credit Note
Finalize Credit Notes Status
Get Recurring Invoices
Create Recurring Invoices
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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger's when new company added.
Trigger's when an invoice status is updated to "paid".
Trigger's when new invoice created.
Trigger's when a new credit note is created.
Trigger's when new contact is created.
Trigger's when new product is created.
Action is the task that follows automatically within your DocuMocu integrations.
Create a new category.
Moves a document to archive. Can be restored later.
Create a new contact and use it to create document recipients.
Create a new document.
Create a new product and use it quickly add products to pricing tables in documents.
Create a recipient in the document. If the email does not match with existing contact, a new contact will be created also.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your DocuMocu and Factures accounts to viaSocket. Once connected, you can set up a workflow where an event in DocuMocu triggers actions in Factures (or vice versa).
Absolutely. You can customize how DocuMocu data is recorded in Factures. This includes choosing which data fields go into which fields of Factures, setting up custom formats, and filtering out unwanted information.
The data sync between DocuMocu and Factures typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between DocuMocu and Factures. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
DocuMocu is a comprehensive document management platform designed to streamline the creation, storage, and sharing of documents. It offers robust features for collaboration, version control, and secure access, making it an ideal solution for businesses and individuals looking to enhance their document workflows.
Learn MoreFactures is a comprehensive platform designed to streamline and simplify the process of managing invoices and billing. It offers tools for creating, sending, and tracking invoices, ensuring efficient financial operations for businesses of all sizes.
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